Parnassus Investments’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06B | Sell |
18,386,115
-636,474
| -3% | -$36.7M | 2.44% | 12 |
|
|
2025
Q1 | $1.1B | Sell |
19,022,589
-3,673,673
| -16% | -$213M | 2.65% | 9 |
|
|
2024
Q4 | $1.21B | Sell |
22,696,262
-1,751,963
| -7% | -$93.6M | 2.69% | 9 |
|
|
2024
Q3 | $1.55B | Buy |
24,448,225
+1,676,293
| +7% | +$106M | 3.29% | 5 |
|
|
2024
Q2 | $1.2B | Buy |
22,771,932
+16,734,769
| +277% | +$884M | 2.62% | 9 |
|
|
2024
Q1 | $327M | Buy |
+6,037,163
| New | +$327M | 0.7% | 39 |
|